Robert J. Robie
About
Robert J. Robie is a seasoned executive with a longstanding career at FactSet, marked by progressive leadership and impactful contributions. He began his journey at FactSet in July 2000 as a Product Sales Specialist, laying a strong foundation in the financial services industry.
Over the years, he has advanced through several key roles, including Senior Director of Analytics and Director of Global Fixed Income, and later as Executive Vice President, Head of Analytics & Trading Solutions. These roles allowed him to hone his expertise in strategy, research, and technology within the financial sector.
In September 2023, he reached a new milestone by becoming the Executive Vice President, Head of Institutional Buyside. In this capacity, he oversees the development and implementation of strategic initiatives that drive FactSet’s innovation in Institutional Buyside solutions.
His academic background, highlighted by a Bachelor of Arts in Economics and Fine Arts from Beloit College, reflects a unique blend of analytical and creative skills, further enriching his approach to leadership and problem-solving in the dynamic financial landscape.
Past Roles
| Organization | Role | Date Range | Details |
|---|---|---|---|
| FactSet Research Systems Inc | Executive Vice President, Head of Analytics & Trading Solutions | September 2018 - August 2023 | Oversaw analytics and trading solutions at FactSet |
| FactSet Research Systems Inc | Senior Director of Analytics | N/A | Former position at FactSet |
| FactSet Research Systems Inc | Director of Global Fixed Income | N/A | Former position at FactSet |
| FactSet Research Systems Inc | Product Sales Specialist | July 2000 - N/A | Joined FactSet in July 2000 |
| BTN Partners | Quantitative Portfolio Management and Performance | 2004 - 2005 | Worked in their quantitative portfolio management and performance division |
Fixed Compensation
| Component Name | Amount | Payment Schedule | Additional Details |
|---|---|---|---|
| Salary | $422,308 | Annual | Fixed salary for 2023. |
| Bonus | $0 | Annual | No bonus was awarded. |
| Stock Awards (RSUs) | $412,818 | Typically subject to vesting | Represents the aggregate grant date fair value of RSUs (service-based with no performance criteria). |
| Option Awards | $412,536 | 20% annually over 5 years | Time-based vesting in accordance with ASC Topic 718. |
| All Other Compensation | $44,248 | As determined | Includes 401(k) contributions ($13,169 ) and tax preparation/planning expenses ($31,079 ). |
Performance Compensation
Performance Share Units (PSUs)
| Metric [Unit] | Value [Citation] |
|---|---|
| Grant Date | November 1, 2022 |
| Grant Date Fair Value | $412,818 |
| Grant Date Stock Price | $426.25 per share |
| Vesting Schedule | Cliff vest on November 1, 2025 |
| Evaluation Period | September 1, 2022 - August 31, 2025 |
| Performance Metrics | 50% adjusted cumulative operating earnings and 50% adjusted cumulative revenues |
| Threshold Vesting (PSU Quantity) | 497 PSUs |
| Target Vesting (PSU Quantity) | 994 PSUs |
| Maximum Vesting (PSU Quantity) | 1,491 PSUs |
Non-equity Incentive Plan Compensation (AIP)
| Metric [Unit] | Value [Citation] |
|---|---|
| Performance Metrics | ASV + Professional Services Growth; Adjusted Operating Margin |
| Company Component Weight | 40% |
| Strategic Workflow Component Weight | 40% |
| Target Payout | $468,000 |
| Maximum Payout | $936,000 |
| Conditions | Payout contingent on meeting threshold, target, and stretch performance levels; threshold required for any payout |
Note: Actual results leading to payouts are subject to the achievement of the outlined performance criteria and have not been disclosed in the documents.